MOTCO

Position in PHM — Pultegroup Inc/Mi/

CIK 1306333 SAN ANTONIO, TX

Position in PHM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$548

-$1,413 QoQ

Shares Held

-78.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,018

of 1,032 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

MOTCO holds $2,215 across 4 Residential Construction names. PHM ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	6	$977
2	PHM	Pultegroup Inc/Mi/ This page	4	$548
3	LEN	Lennar Corp /New/	4	$361
4	TOL	Toll Brothers, Inc.	2	$329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548	4	-78.9%	Shares	Sole	2026-07-31
2023-12-31	$1,961	19	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,406	19	0.0%	Shares	Sole	2023-11-07
2023-06-30	$1,475	19	-81.0%	Shares	Sole	2023-08-04
2022-09-30	$3,750	100	0.0%	Shares	Sole	2022-11-03
2022-06-30	$3,963	100	0.0%	Shares	Sole	2022-08-05
2022-03-31	$4,190	100	0.0%	Shares	Sole	2022-05-06
2021-12-31	$5,716	100	0.0%	Shares	Sole	2022-02-08
2021-09-30	$4,592	100	0.0%	Shares	Sole	2021-10-29
2021-06-30	$5,457	100	0.0%	Shares	Sole	2021-08-04
2021-03-31	$5,244	100	-36.7%	Shares	Sole	2021-04-16
2020-12-31	$6,812	158	0.0%	Shares	Sole	2021-02-05
2020-09-30	$7,313	158	0.0%	Shares	Sole	2020-11-10
2020-06-30	$5,376	158	0.0%	Shares	Sole	2020-07-15
2020-03-31	$3,526	158	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.